OPERATING NATIONWIDE
£130,000 YE25 19-MONTH TURNOVER
The business supports IFAs and financial planners through the provision of outsourced paraplanning support services. Our client is offering the company for sale to pursue unrelated business ventures.
Retains clients on ongoing contracts, delivering recurring and predictable income; ongoing contracts generate approximately £3,350 per month in dependable revenue.
Has 12 active clients, including IFAs, financial planners and wealth managers.
Cultivated an excellent reputation within the advisor community, with new business frequently generated through referrals and word of mouth.
Operates remotely; offered as a relocatable opportunity.
Offers invited.
